Crestwood Advisors Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Crestwood Advisors Group, LLC reported 529 stock positions worth $5.6 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Amazon.com (AMZN, 3.8%). Compared with Q1 2025, it opened 45 new positions, sold out of 11, added to 228 and reduced 235. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001426853
- Portfolio Value
- $5.6B (Q2 2025)
- SEC Filing
- 0001426853-25-000007 ↗ filed Aug 5, 2025
Holdings Value
Holdings 529 stocks · $5.6B
| AAPL Apple Inc. | 5.35% | 1,454,270 | $298.4M | Reduce -1.8% |
| MSFT Microsoft Corp. | 4.99% | 560,324 | $278.7M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.84% | 977,228 | $214.4M | Add +3.2% |
| META Meta Platforms Inc. Class A | 2.59% | 196,093 | $144.7M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 2.53% | 801,881 | $141.3M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.26% | 260,158 | $126.4M | Add +0.5% |
| V Visa Inc. Class A | 2.19% | 343,454 | $121.9M | Reduce -0.1% |
| FISV Fiserv Inc. | 2.11% | 682,277 | $117.6M | Add +4.1% |
| BKNG Booking Holdings Inc. | 2.06% | 19,901 | $115.2M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 1.87% | 1,054,561 | $104.6M | Add +3.4% |
| NVDA Nvidia Corp. | 1.62% | 573,917 | $90.7M | Add +16.2% |
| CRM Salesforce Inc. | 1.46% | 298,132 | $81.3M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 1.45% | 130,330 | $80.9M | Add +8.0% |
| GOVT iShares US Treasury Bond ETF | 1.42% | 3,459,919 | $79.5M | Add +2.2% |
| BX Blackstone Inc. | 1.36% | 506,969 | $75.8M | Reduce -0.0% |
| COST Costco Wholesale Corp. | 1.33% | 75,100 | $74.3M | Reduce -1.9% |
| HON Honeywell International Inc. | 1.32% | 315,230 | $73.4M | Reduce -10.7% |
| JPM JPMorgan Chase & Co. | 1.30% | 250,958 | $72.8M | Reduce -0.3% |
| HLT Hilton Worldwide Holdings Inc. | 1.26% | 264,038 | $70.3M | Reduce -1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.25% | 1,632,125 | $69.5M | Add +0.8% |
| HD Home Depot Inc. | 1.22% | 186,272 | $68.3M | Reduce -1.8% |
| DHR Danaher Corp. | 1.17% | 329,621 | $65.1M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 1.16% | 364,278 | $64.6M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 1.14% | 347,621 | $63.6M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.09% | 494,286 | $61.0M | Reduce -0.8% |
| ACN Accenture PLC Class A | 1.09% | 202,989 | $60.7M | Reduce -2.4% |
| XYL Xylem Inc. | 1.07% | 463,638 | $60.0M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.99% | 410,275 | $55.4M | Add +0.7% |
| AVGO Broadcom Inc. | 0.94% | 189,416 | $52.2M | Reduce -0.7% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.91% | 859,938 | $50.9M | Reduce -24.3% |
| ROP Roper Technologies Inc. | 0.91% | 89,392 | $50.7M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.90% | 129,998 | $50.3M | Reduce -10.8% |
| MUB iShares National Muni Bond E | 0.87% | 463,776 | $48.5M | Reduce -33.3% |
| VSLU Applied Finance Valuat ETF | 0.86% | 1,227,398 | $48.1M | Add +1.5% |
| CME Cme Group Inc. | 0.85% | 171,301 | $47.2M | Add +40.1% |
| KLAC KLA Corp. | 0.84% | 52,055 | $46.6M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 0.78% | 443,071 | $43.8M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.77% | 876,232 | $43.0M | Reduce -33.1% |
| SUB iShares Short-Term National | 0.76% | 397,823 | $42.3M | Add +730.8% |
| SPGI S&P Global Inc. | 0.76% | 80,020 | $42.2M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.75% | 192,186 | $42.0M | Add +5.3% |
| MA Mastercard Inc. Class A | 0.74% | 73,629 | $41.4M | Add +18.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.72% | 55 | $40.1M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.70% | 245,350 | $39.1M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 95,309 | $38.6M | Reduce -15.5% |
| TXN Texas Instruments Inc. | 0.69% | 185,353 | $38.5M | Add +90.2% |
| PWR Quanta Services Inc. | 0.69% | 101,768 | $38.5M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.67% | 246,559 | $37.7M | Reduce -34.8% |
| QLTY GMO U.S. Quality ETF | 0.66% | 1,075,016 | $36.8M | Add +2.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.65% | 474,778 | $36.0M | Reduce -2.7% |
| KMI Kinder Morgan Inc. | 0.64% | 1,224,050 | $36.0M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 57,962 | $35.8M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.64% | 424,788 | $35.5M | Add +1.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.59% | 475,183 | $33.2M | Add +9.9% |
| ZTS Zoetis Inc. | 0.59% | 210,665 | $32.9M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 0.57% | 55,971 | $31.8M | Reduce -1.0% |
| LRCX Lam Research Corp. | 0.56% | 322,659 | $31.4M | Reduce -5.0% |
| KVUE Kenvue Inc. | 0.54% | 1,434,344 | $30.0M | Reduce -1.7% |
| SHW The Sherwin-Williams Co. | 0.53% | 85,911 | $29.5M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.51% | 36,856 | $28.7M | Reduce -0.2% |
| MTD Mettler-Toledo International | 0.51% | 24,407 | $28.7M | Add +0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.50% | 446,003 | $28.2M | Add +1.3% |
| DEO Diageo PLC-Sponsored ADR | 0.49% | 272,497 | $27.5M | Add +68.5% |
| URI United Rentals Inc. | 0.48% | 35,478 | $26.7M | Add +0.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.47% | 268,159 | $26.3M | Reduce -9.9% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 407,347 | $25.3M | Add +343.1% |
| PG The Procter & Gamble Co. | 0.45% | 156,515 | $24.9M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 517,737 | $24.5M | Add +0.3% |
| USIG iShares Broad Usd Investment | 0.42% | 455,275 | $23.4M | Add +4.3% |
| ABBV Abbvie Inc. | 0.39% | 118,089 | $21.9M | Reduce -0.8% |
| MRSH Marsh & McLennan Cos | 0.39% | 98,812 | $21.6M | Reduce -0.0% |
| IGV iShares Expanded Tech-Softwa | 0.37% | 187,775 | $20.6M | Reduce -1.0% |
| SYK Stryker Corp. | 0.37% | 51,730 | $20.5M | Reduce -12.1% |
| OLED Universal Display Corp. | 0.36% | 131,706 | $20.3M | Add +0.3% |
| NXPI NXP Semiconductors NV | 0.33% | 83,242 | $18.2M | Reduce -0.4% |
| SEIC Sei Investments Company | 0.32% | 201,193 | $18.1M | Reduce -3.3% |
| XLE SS Energy Select Sector | 0.32% | 212,088 | $18.0M | Reduce -28.4% |
| IQV Iqvia Holdings Inc. | 0.32% | 112,612 | $17.7M | Reduce -14.1% |
| PANW Palo Alto Networks Inc. | 0.28% | 75,969 | $15.5M | Reduce -2.6% |
| IWV iShares Russell 3000 ETF | 0.27% | 43,437 | $15.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 25,684 | $14.2M | Add +0.2% |
| STZ Constellation Brands Inc. Class A | 0.25% | 86,607 | $14.1M | Reduce -25.3% |
| EW Edwards Lifesciences Corp. | 0.25% | 176,541 | $13.8M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.25% | 127,785 | $13.8M | Reduce -2.3% |
| WMB Williams Cos Inc. | 0.25% | 219,274 | $13.8M | Reduce -0.9% |
| MFC Manulife Financial Corp. | 0.24% | 415,661 | $13.3M | Add +0.2% |
| SF Stifel Financial Corp. | 0.24% | 127,406 | $13.2M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.23% | 183,125 | $12.7M | Reduce -0.0% |
| SCHW Schwab (charles) Corp. | 0.22% | 136,242 | $12.4M | Reduce -78.7% |
| ABT Abbott Laboratories | 0.22% | 90,511 | $12.3M | Reduce -1.4% |
| TT Trane Technologies PLC | 0.21% | 27,055 | $11.8M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 107,494 | $11.7M | Add +8.0% |
| NOW ServiceNow Inc. | 0.20% | 11,053 | $11.4M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.19% | 120,856 | $10.8M | Add +5.6% |
| J Jacobs Solutions Inc. | 0.19% | 80,432 | $10.6M | Add +0.6% |
| CVX Chevron Corp. | 0.19% | 73,666 | $10.5M | Reduce -2.8% |
| CHD Church & Dwight Co. Inc. | 0.19% | 109,510 | $10.5M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 51,041 | $10.4M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.18% | 145,364 | $10.3M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.17% | 13,778 | $9.8M | Reduce -0.3% |
Options reported separately and not counted above: AVGO puts ($1.2M), NFE calls ($365K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $11K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VGASW Cenaq Energy Corp. Class A -CW27 | *W EXP 02/15/202 | 62,222 | $11K | No change |
Total filed on the 13F, all lines: $5.6B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.8% | 5.35% | −0.91 |
| SCHW Schwab (charles) Corp. | Reduce -78.7% | 0.22% | −0.73 |
| MUB iShares National Muni Bond E | Reduce -33.3% | 0.87% | −0.53 |
| JNJ Johnson & Johnson | Reduce -34.8% | 0.67% | −0.52 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -33.1% | 0.77% | −0.47 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.5% | 0.69% | −0.37 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -24.3% | 0.91% | −0.30 |
| XLE SS Energy Select Sector | Reduce -28.4% | 0.32% | −0.20 |
| ADBE Adobe Inc. | Reduce -10.8% | 0.90% | −0.16 |
| STZ Constellation Brands Inc. Class A | Reduce -25.3% | 0.25% | −0.15 |
| ACN Accenture PLC Class A | Reduce -2.4% | 1.09% | −0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.8% | 0.72% | −0.13 |
| KVUE Kenvue Inc. | Reduce -1.7% | 0.54% | −0.13 |
| IQV Iqvia Holdings Inc. | Reduce -14.1% | 0.32% | −0.12 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -2.7% | 0.65% | −0.12 |
| V Visa Inc. Class A | Reduce -0.1% | 2.19% | −0.11 |
| HON Honeywell International Inc. | Reduce -10.7% | 1.32% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -0.6% | 0.91% | −0.10 |
| HD Home Depot Inc. | Reduce -1.8% | 1.22% | −0.10 |
| ZTS Zoetis Inc. | Reduce -2.2% | 0.59% | −0.09 |
| FTV Fortive Corp. | Reduce -29.5% | 0.08% | −0.08 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.39% | −0.08 |
| MRSH Marsh & McLennan Cos | Reduce -0.0% | 0.39% | −0.07 |
| CRM Salesforce Inc. | Reduce -0.5% | 1.46% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.51% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.45% | −0.06 |
| IYE iShares U.S. Energy ETF | Reduce -19.0% | 0.14% | −0.06 |
| TJX TJX Companies Inc. | Reduce -0.8% | 1.09% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.53% | −0.05 |
| CVX Chevron Corp. | Reduce -2.8% | 0.19% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -73.4% | 0.02% | −0.05 |
| SYK Stryker Corp. | Reduce -12.1% | 0.37% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.25% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -9.9% | 0.47% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 1.33% | −0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -0.3% | 0.19% | −0.04 |
| PEP Pepsico Inc. | Reduce -2.1% | 0.16% | −0.04 |
| AON Aon PLC Class A | Reduce -36.3% | 0.04% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -17.5% | 0.02% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.17% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -0.5% | 0.64% | −0.02 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -5.4% | 0.15% | −0.02 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.76% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -24.0% | 0.05% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 0.13% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.3% | 0.08% | −0.01 |
| SBUX Starbucks Corp. | Reduce -3.6% | 0.07% | −0.01 |
| HEES H&E Equipment Services Inc. | Sold out | 0.00% | −0.01 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.01 |
| RAL Ralliant Corp. | Reduce -30.1% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.2% | 4.99% | +1.01 |
| SUB iShares Short-Term National | Add +730.8% | 0.76% | +0.66 |
| NVDA Nvidia Corp. | Add +16.2% | 1.62% | +0.61 |
| META Meta Platforms Inc. Class A | Add +1.9% | 2.59% | +0.49 |
| AMZN Amazon.com Inc. | Add +3.2% | 3.84% | +0.42 |
| TXN Texas Instruments Inc. | Add +90.2% | 0.69% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +343.1% | 0.45% | +0.35 |
| ORCL Oracle Corp. | Add +5.3% | 0.75% | +0.27 |
| CME Cme Group Inc. | Add +40.1% | 0.85% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.53% | +0.18 |
| DEO Diageo PLC-Sponsored ADR | Add +68.5% | 0.49% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 1.45% | +0.16 |
| MA Mastercard Inc. Class A | Add +18.6% | 0.74% | +0.09 |
| MDY State Street SPDR S&P Midcap | Add +200.5% | 0.09% | +0.06 |
| URI United Rentals Inc. | Add +0.1% | 0.48% | +0.06 |
| VSLU Applied Finance Valuat ETF | Add +1.5% | 0.86% | +0.06 |
| ITOT iShares Core S&P Total U.S. | Add +0.7% | 0.99% | +0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.3% | 0.50% | +0.04 |
| NOW ServiceNow Inc. | Add +1.2% | 0.20% | +0.04 |
| QLTY GMO U.S. Quality ETF | Add +2.6% | 0.66% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 0.64% | +0.03 |
| BAC Bank of America Corp. | Add +0.3% | 0.44% | +0.03 |
| NFLX Netflix Inc. | Add +5.2% | 0.09% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.64% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.25% | +0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +25.3% | 0.16% | +0.02 |
| TSLA Tesla Inc. | Add +25.4% | 0.07% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.3% | 0.14% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.6% | 0.10% | +0.02 |
| BN Brookfield Corp. | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +9.7% | 0.04% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +9.9% | 0.17% | +0.02 |
| OLED Universal Display Corp. | Add +0.3% | 0.36% | +0.02 |
| EMR Emerson Electric Co. | Add +2.5% | 0.11% | +0.02 |
| GEV GE Vernova Inc. | Add +11.7% | 0.04% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +5.6% | 0.19% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +4.6% | 0.07% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +8.0% | 0.21% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +3.6% | 0.16% | +0.01 |
| MS Morgan Stanley | Add +23.2% | 0.04% | +0.01 |
| INTU Intuit Inc. | Add +14.2% | 0.04% | +0.01 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 0.27% | +0.01 |
| EFIV SS SPDR S&P 500 ESG ETF | New | 0.01% | +0.01 |
| GE General Electric | Add +0.1% | 0.06% | +0.01 |
| CMF iShares California Muni Bond | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.3% | 0.03% | +0.01 |
| SOXX iShares Semiconductor ETF | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.6% | 0.04% | +0.01 |
| JPEF JPMorgan Equity Focus ETF | Add +14.9% | 0.06% | +0.01 |
Options Activity Q1 2025 → Q2 2025
| BA The Boeing Co. | call | Sold out | 4,000 | $682Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 876 | $6.7B | AAPL, IVV, GOOGL, NVDA, MSFT |
| Q1 2026 | 764 | $5.9B | AAPL, IVV, GOOGL, MSFT, NVDA |
| Q4 2025 | 692 | $6.0B | AAPL, MSFT, IVV, GOOGL, AMZN |
| Q3 2025 | 568 | $5.9B | AAPL, MSFT, AMZN, GOOGL, IVV |
| Q2 2025 | 529 | $5.6B | AAPL, MSFT, AMZN, META, GOOGL |
| Q1 2025 | 494 | $5.3B | AAPL, MSFT, AMZN, FISV, BRK.B |
| Q4 2024 | 455 | $5.3B | AAPL, MSFT, AMZN, GOOGL, FISV |
| Q3 2024 | 441 | $5.2B | AAPL, MSFT, AMZN, GOOGL, FISV |
| Q2 2024 | 424 | $4.8B | AAPL, MSFT, AMZN, GOOGL, BRK.B |
| Q1 2024 | 417 | $4.6B | MSFT, AAPL, AMZN, GOOGL, FISV |